Best Financial Advisors in Toronto, ON

Handpicked from 44 vetted & reviewed Financial Planning & Wealth Management firms in the Toronto area, discover the top 5 elite providers among the selected group of 24 finalists.

Francinedick-Certified Financial Planner

Francinedick-Certified Financial Planner

(12)
  • Retirement
  • Management
  • Planning
“She also went above and beyond to find the best rates and evaluate many different providers, which was something I especially appreciated as my life insurance needs were a bit more complicated.”
25 Wright Ave, Toronto, ON M6R 1K9
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Steve Welker and Company

Steve Welker and Company

(50)
  • Mind
  • Meeting
  • Call
“It's been more than year since I contacted them for the first time and I was really surprised how fast and professionally they solved my problem with credit cards.”
Licensed, BBB Accredited
347 Jane St Unit 130, Toronto, ON M6S 3Z3
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Filing Taxes

Filing Taxes

(42)
Financial Statements, Not For Profit Taxes, Corporate Tax Returns
“Their team is very responsive and have helped me all along the way in answering my questions, corporation tax filing and taking care of my accountancy needs.”
Remote Consultations Available
Free Initial Consultation
401 Bay St. Suite 1600, Toronto, ON M5H 2Y4
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Merrick Financial

Merrick Financial

(49)
Financial Plan, Investment Analysis, Retirement Planning
“I got an extra $1100 in my tax refund and gained a clear picture of how to reach my goal of buying my first home and how i should allocate my assets and a ton of other valuable information.”
53 Coleridge Ave, Toronto, ON M4C 4H4
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Fortax

Fortax

(49)
  • Business
  • Expertise
  • Professional
“In every step of my life here in Canada as a student and a young professional they helped me so much by getting my taxes done in a seamless and professional manner.”
Free Initial Consultation
2 St Clair Ave W 18th Floor, Toronto, ON M4V 1L5
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Mustafai Immigration

Mustafai Immigration

(49)
PR Card Renewal, Temporary Resident Visa, Citizenship Application
“First and foremost, I want to extend my HEARTFELT gratitude to Bushra for the hope and confidence she provided me, even when I had lost hope of my father's visa being approved.”
1+ Years Experience
3464 Kingston Rd Suite #208A, Toronto, ON M1M 1R5
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Flatiron Wealth Management

Flatiron Wealth Management

(50)
  • Advice
  • Family
  • Questions
“Andrew and Jeff have been immensely helpful as trusted advisors, guiding and supporting our family with a holistic approach to financial planning, as we navigate a new chapter.”
In Business Since 2021
49 Wellington St E #400, Toronto, ON M5E 1C9
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Calum Ross - the Mortgage Management Group

Calum Ross - the Mortgage Management Group

(46)
  • Portfolio
  • Rate
  • Real Estate Investment
“Calum Ross is one of the most intelligent people I know, but with a talent for explaining financial complexities in such a way that the ordinary person can understand.”
In Business Since 2004
Offers Financing Options
3280 Bloor St W Suite 1202, Toronto, ON M8X 2X3
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Novel Wealth

Novel Wealth

(50)
  • To Work
  • Portfolio
  • Confidence
“We appreciate the experience, preparation and the latest knowledge about the financial landscape the team brings to every meeting and how it informs the strategies they propose.”
In Business Since 2023
25 Morrow Ave Suite 202, Toronto, ON M6R 2H9
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Morataya Corp.

Morataya Corp.

(50)
  • Understanding
  • Questions
  • Information
“I contacted them and did everything online over the fon helped me with fixing my debt and they're very professional I highly recommend them if you're struggling with debt.”
Free Initial Consultation
3200 Dufferin St Suite #307, Toronto, ON M6A 3B2
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Empireone Credit Solutions

Empireone Credit Solutions

(49)
  • Worries
  • Patience
  • Happy
“I refer clients to her all the time, she is very professional and empathic, helping those that are in debt and need to see the light at the end of the tunnel.”
Free Initial Consultation
250 Consumers Rd Suite 810, Toronto, ON M2J 4V6
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Legacy Financial

Legacy Financial

(38)
  • Patient
  • Resources
  • Goals
“I had zero financial literacy when I met Trevor and it can always be very overwhelming when you have no idea how to set yourself up for financial sustainability and freedom.”
PLANNER Certified
Free Initial Consultation
287 Port Union Rd, Toronto, ON M1C 2L3
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Finance Professionals

Finance Professionals

(49)
  • Job Search
  • Recruiters
  • Candidates
“It is extremely commendable and worthy of note that every member of the team I spoke with through my journey under them, was very pleasant and encouraging all the way from the beginning till the end.”
161 Bay St., Toronto, ON M5J 2S1
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Buxton Financial For Retirement

Buxton Financial For Retirement

(34)
  • Knowledge
  • Life
  • Cash Flow
“She worked through all of my financial fears, and showed me how I could achieve my retirement and estate planning goals while still enjoying travel and all things that are important to me along the way.”
CFP Certified
150 King St W #232, Toronto, ON M5H 1J9
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G6 Consulting

G6 Consulting

(7)
Sr&ed Services – Consulting, Services – Sred Audit Defence
“Greg provided one-on-one consultation time explaining the ins and outs of the SRED program and required minimum help from us to draft our SRED documents.”
12+ Years Experience
Free Initial Consultation
Emergency Services
33 Haliburton Ave, Toronto, ON M9B 4Y5
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Dodick Landau

Dodick Landau

(5)
Corporate Practice, Debt Solutions, Credit Counselling
“At the same time I felt that I had no alternative but to agree to being the executor as leaving the jumble to a professional agency with no connection to the deceased and his family risked being a disaster for everyone.”
Emergency Services
Free Initial Consultation
951 Wilson Ave Suite 15L, Toronto, ON M3K 2A7
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King Street Wealth

King Street Wealth

(11)
“Anthony and his team are incredibly organized and super helpful over the last few years, we can not wait to work with them for many more years to come!”
In Business Since 2023
130 Spadina Ave. Suite 408, Toronto, ON M5V 2L4
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Jamie Madigan, CFP

Jamie Madigan, CFP

(7)
  • Financial Planner
  • Insurance
  • Life
“What followed was almost two months of emails, texts and video calls wherein he answered every single inquiry I could possible come up with (some more than once).”
Emergency Services
Transparent Fees & Pricing
330 University Ave Suite 110, Toronto, ON M5G 1R8
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Good Investing

Good Investing

(28)
  • Coaching
  • Decision
  • Feel
“We started with basic knowledge of investing and Tim taught us so much to give us confidence to start managing our own investments in a way that was completely aligned with our beliefs and values for sustainability.”
In Business Since 1999
720 Bathurst St Suite 203, Toronto, ON M5R 2S4
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Eva Sachs Divorce Financial Consulting

Eva Sachs Divorce Financial Consulting

(14)
  • Family
  • Expertise
  • Collaboration
“Eva is a wonderful resource and can help to simplify and sort through all of the various financial pieces to help clients move forward with confidence and clarity.”
In Business Since 2008
Transparent Fees & Pricing
58 Princess Margaret Blvd, Toronto, ON M9A 2A1
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John Lysack Wealth Management

John Lysack Wealth Management

(16)
  • Goals
“From the explanation of that key crucial fact, I was able to move forward and make what I know to be is a wise financial decision for myself and for the future of my investment portfolio.”
325 Front St W 2nd Floor, Toronto, ON M5V 2Y1
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Fuller Financial Solutions - Head Office

Fuller Financial Solutions - Head Office

(12)
  • Debt
  • Team
“He was friendly, made you feel comfortable even though you are in a bad situation, he was well prepared to answer all my concerns, he followed up to ensure that I was ok with the process.”
Licensed
Free Initial Consultation
151 Bloor St W Suite 1110, Toronto, ON M5S 2C7
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Master Accountants

Master Accountants

(2)
Other Services, Business Start Ups, Self Employed Individuals
“I highly recommend them to for any tax and back office concerns that you may have if like me you own a small business in Ontario.”
In Business Since 2007
Free Initial Consultation
Transparent Fees & Pricing
6 Adelaide St E Suite 310, Toronto, ON M5C 1H6
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Standard & Poor's

Standard & Poor's

(1)
Cyber Risk Solutions, Credit Ratings, Second Party Opinions
“Approvals!”
In Business Since 1998
Offers Financing Options
Transparent Fees & Pricing
130 King St W suite 1100, Toronto, ON M5X 1K6
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Retirement Planning and Investment Management Services in Toronto, ON Cost Estimates

Minimum cost
$1250
Maximum cost
$10625
National Average
$3750
Avg Per Hour Rates
$375
$2500
$6875
Fair price range is based on 312 cost profiles
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Average Cost $3750
Minimum cost $1250
Maximum cost $10625
Avg Per Hour Rates $375

Fair range $2500 to $6875 is based on 312 cost profiles.

Why these companies made our list

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